See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,889 | $114,381+201.5% | $107,525+220.8% | $142,382+142.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 34.14% | 242.71%-208.6pp | 181.32%-147.2pp | 217.08%-182.9pp |
| Employer contribution / active EE | $2,457 | $4,015-38.8% | $3,754-34.5% | $4,299-42.8% |
| Participant deferral / active EE | $10,412 | $5,564+87.1% | $5,116+103.5% | $6,507+60.0% |
| Admin fee / account holder | $622 | $9,860-93.7% | $8,919-93.0% | $12,624-95.1% |